Assistant Vice President, Analyst and Relationship Manager – Financial Institution Department

• Jun 2021 - Present

Associate- Financial Institutions Department

• May 2018 - Jun 2021

The FI analyst will support the FI front desk team in the development and execution of business strategies and help FI relationship managers run effectively and efficiently. Support Relationship Managers in Due Diligence analysis, KYC procedures while onboarding new clients and reviewing of our existing clients Draft and review the credit analysis and credit proposal Partner with Credit and Loan Operations, etc to facilitate loan administration requirements and complete relevant… Show more The FI analyst will support the FI front desk team in the development and execution of business strategies and help FI relationship managers run effectively and efficiently. Support Relationship Managers in Due Diligence analysis, KYC procedures while onboarding new clients and reviewing of our existing clients Draft and review the credit analysis and credit proposal Partner with Credit and Loan Operations, etc to facilitate loan administration requirements and complete relevant system operations; Coordinate with FI portfolio management officer for pipeline and portfolio management; Assist Department Head/Chinese FI head on other ad-hoc tasks. Focus the market rates and provide the current market info that could lead the opportunities, or those deals would be closed at prices which fit our best interests Interact with Legal & Compliance to assure all KYC and EDD documents meet all U.S regulator's requirements Cover all ICBC domestic branches and four Gulf Region branches. Complete all front office KYC work for my clients and back up other Relationship Manager.

Customer Service Representative

• May 2017 - May 2018

Data Processing- Funding Submissions

• Feb 2017 - May 2017

1. Navigate company CRM and analyze the daily deal flow of MCA submissions to lenders 2. Monitor, track and report duplicates, updates, approvals and declines of funding submissions. 3 Communicate with funding director, sales representatives, and lenders to secure accurate update information 4. Assist Funding Processors or Underwriters in ensuring accurate, timely submissions and completeness of loan documents. 5. Perform miscellaneous projects and other support- related duties as… Show more 1. Navigate company CRM and analyze the daily deal flow of MCA submissions to lenders 2. Monitor, track and report duplicates, updates, approvals and declines of funding submissions. 3 Communicate with funding director, sales representatives, and lenders to secure accurate update information 4. Assist Funding Processors or Underwriters in ensuring accurate, timely submissions and completeness of loan documents. 5. Perform miscellaneous projects and other support- related duties as assigned. Show less 1. Navigate company CRM and analyze the daily deal flow of MCA submissions to lenders 2. Monitor, track and report duplicates, updates, approvals and declines of funding submissions. 3 Communicate with funding director, sales representatives, and lenders to secure accurate update information 4. Assist Funding Processors or Underwriters in ensuring accurate, timely submissions and completeness of loan documents. 5. Perform miscellaneous projects and other support- related duties as… Show more 1. Navigate company CRM and analyze the daily deal flow of MCA submissions to lenders 2. Monitor, track and report duplicates, updates, approvals and declines of funding submissions. 3 Communicate with funding director, sales representatives, and lenders to secure accurate update information 4. Assist Funding Processors or Underwriters in ensuring accurate, timely submissions and completeness of loan documents. 5. Perform miscellaneous projects and other support- related duties as assigned. Show less

Financial Advisor

• May 2016 - Jan 2017

Data Analyst

• Jun 2015 - Jul 2015

 Did research and gathered data from numerous sources about the real estate market of China in recent 5 to 10 years  Using gathered data to make spreadsheets and graphs in order to prepare for the future analysis  Updated archived spreadsheets with current formulas and used Microsoft Excel to calculate formulas and create pivot tables  Transformed and modified the data from the spreadsheets for Programming by using language Statistic R  Doing research and attending training… Show more  Did research and gathered data from numerous sources about the real estate market of China in recent 5 to 10 years  Using gathered data to make spreadsheets and graphs in order to prepare for the future analysis  Updated archived spreadsheets with current formulas and used Microsoft Excel to calculate formulas and create pivot tables  Transformed and modified the data from the spreadsheets for Programming by using language Statistic R  Doing research and attending training about Risk Management Show less  Did research and gathered data from numerous sources about the real estate market of China in recent 5 to 10 years  Using gathered data to make spreadsheets and graphs in order to prepare for the future analysis  Updated archived spreadsheets with current formulas and used Microsoft Excel to calculate formulas and create pivot tables  Transformed and modified the data from the spreadsheets for Programming by using language Statistic R  Doing research and attending training… Show more  Did research and gathered data from numerous sources about the real estate market of China in recent 5 to 10 years  Using gathered data to make spreadsheets and graphs in order to prepare for the future analysis  Updated archived spreadsheets with current formulas and used Microsoft Excel to calculate formulas and create pivot tables  Transformed and modified the data from the spreadsheets for Programming by using language Statistic R  Doing research and attending training about Risk Management Show less

CMB Internship

• Jul 2012 - Aug 2012

 Trained in two departments: CMB and operations Department and spend nearly a month in the Qingdao branch of the global banking corporation HSBC  helped employees to complete spreadsheets of some financial data  researched and wrote the report paper about how the commercial banks should do to fight against the money laundry  helped employees doing customer services  briefly understanding the operation in departments and help the employees check the overseas transaction to make… Show more  Trained in two departments: CMB and operations Department and spend nearly a month in the Qingdao branch of the global banking corporation HSBC  helped employees to complete spreadsheets of some financial data  researched and wrote the report paper about how the commercial banks should do to fight against the money laundry  helped employees doing customer services  briefly understanding the operation in departments and help the employees check the overseas transaction to make sure they met the financial regulations of China. Show less  Trained in two departments: CMB and operations Department and spend nearly a month in the Qingdao branch of the global banking corporation HSBC  helped employees to complete spreadsheets of some financial data  researched and wrote the report paper about how the commercial banks should do to fight against the money laundry  helped employees doing customer services  briefly understanding the operation in departments and help the employees check the overseas transaction to make… Show more  Trained in two departments: CMB and operations Department and spend nearly a month in the Qingdao branch of the global banking corporation HSBC  helped employees to complete spreadsheets of some financial data  researched and wrote the report paper about how the commercial banks should do to fight against the money laundry  helped employees doing customer services  briefly understanding the operation in departments and help the employees check the overseas transaction to make sure they met the financial regulations of China. Show less